☕ Advisor Brew: 60/40 portfolio… gone? 😳


“You will either step forward into growth, 

or you will step backward into safety.”

Hey Sunday Brewers! 

We’re back with more helpful nuggets designed to help you GROW, including…

How doing *this one thing* for 60 minutes can crush work stress

Understanding the 4 distinct personality types of HNWI prospects

Why the 60/40 portfolio is about to do this for the first time in 86 years

But first…the best thing I saw all week…


The First Sip


James Warren was walking through the streets of his Denver neighborhood when he saw something that did not sit well with him.

There was a woman waiting for a bus near a street corner and she was sitting in the dirt

No bench, chair, or even a ledge to sit on. 

“My instant reaction was that we need to be doing better by our fellow city members,” James recalls. “And so, I thought, ‘I could do something about that, I can build a bench.’”

Thanks to some construction sites near his home, he was able to find some scrap wood that had been thrown away and use some basic tools and skills to build benches for the community.

He started with one bench at the bust stop where he saw the lady sitting in the dirt.

Since then, he’s built 8 custom benches.

While each bench is unique, they all come with the same personal inscription burned into the wood.

Each bench simply says, Be Kind.”

James hopes the benches are a reminder to people that little things go a long way toward building a healthy community.

“Sometimes it’s difficult to really make a change in the world around us, or it can feel really difficult to make a change in the world around us,” he says. 

“But the truth is, anyone can be kind. And by being kind, you can make a difference in the world around you.”

And guess what?

Something interesting has happened since James began building benches for his Denver neighborhood…

Other people have popped up all over the community to do the same.

And while a bench might not change the world, it’s certainly a good place to start!


1 Caffeinated Neurohack


I don’t know if you know this about me, but I love studying neuroscience and how the brain influences our thoughts, actions, and results.

I’m particularly interested in the relationship between the brain and stress.

So I found this new study incredibly interesting.

It shows that the amygdala, which is the region of the brain that’s involved in stress processing, is LESS active in those who live in rural areas (compared to those living in big cities).

But you don’t have to live in “the sticks” to enjoy less stress. They discovered that the key is to get outside and get moving. 

The researchers discovered that a 60-minute walk is optimum for reducing activity in the amygdala and promoting emotional stability.

This is true whether you take a walk through Times Square in NYC or you’re hiking on a trail in Colorado.

My challenge to you this week: Take more walks.

Not only will you reduce your stress levels, but don’t be surprised if you come up with some pretty great ideas as you walk. (This is one of my most creative times.)

☕  TL;DR: Reduce stress by taking a 60-minute walk outside.


Marketing Psychology Quick Hit


You have to know who you’re talking to before you can sell to them.

The Merrill-Reid method can help you better understand who your prospects are by putting them into one of four personality types.

Analytical personalities are cautious, methodical, and logical. You have to know your product inside and out to sell to them. Attention to detail is key!

Driver personalities are focused on efficiency. They don’t want you to beat around the bush or hype things up. Just get to the point! Make them understand how happy they’ll be with their decision.

Amiable personalities want to feel calm and anchored. They don’t respond well to pressure and will leave if you push on them too hard. Focus on making them feel comfortable with testimonials and facts.

Expressive personalities are enthusiastic and outgoing – and they expect you to match their level of excitement. Personally connect with them and avoid being too “buttoned up.” Don’t be a salesperson – be a friend!

The key is being able to spot these personalities.

👇 So I have a quick little exercise for you 👇

I want you to write down a list of 10 of your clients. Then, next to their name, jot down the personality type you think they are.

The more you practice archetyping people, the easier it becomes to approach sales in a natural and highly-effective manner.

☕  TL;DR: Align your sales strategy with these four personality types.


What’s New in SHIFT Nation?


Are you BORING your prospects and clients?

Click here to find out how to ENGAGE and CONVERT with one simple trick!


Weekly Industry Catch-Up


🔹 Falling home prices. Home prices across America just experienced their biggest drop in 11 years (by as much as 4 percent), with West Coast buyers facing the biggest risk of underwater mortgages. More than 85 percent of America’s biggest property markets are at least slightly off their peaks.

🔹 Bye-flation? Renowned strategist Tom Lee says inflation could be falling faster than expected. Other experts agree, saying the Fed may need to slow down its rate hiking. They point to factors like 87 consecutive days of lower gas prices, sliding commodity prices, lower home asking prices, and a plunge in shipping rates.

🔹 Such a bear. The 60/40 portfolio has historically been one of the most popular (and successful) strategies for long-term investors. But it’s on pace for its worst year since 1936. BofA research shows 60/40 portfolios are down 19.4 percent on the year as a result of declining stocks, long-term treasuries, and corporate credit.

Take Care,

Jeremiah D. Desmarais

CEO, Advisorist


#1 in ROI-Driven Training for Advisors

Jeremiah Desmarais

Jeremiah Desmarais

Jeremiah is the founder and CEO of Advisorist® and is a 23-time award winning financial marketer, a TED speaker and philanthropist. He’s been featured on Forbes, CNN, and Worth. His work has generated over $2 million insurance leads and helped advisors in over 51 countries generate over $300 million in sales commissions. He is the author of the best selling book, SHIFT.

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